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Laurel Wealth Advisors LLC: IBDS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Laurel Wealth Advisors LLC on IBDS, newest first. How the timeline and the estimate are built.

Laurel Wealth Advisors LLC held 176,080 IBDS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,080 shares
    Change vs previous 13F +8,401 shares

    0.41% of the 13F portfolio, value $4,264,669.

    13F-HR 0001757128-26-000003 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 167,679 shares
    Change vs previous 13F +4,477 shares

    0.4% of the 13F portfolio, value $4,056,145.

    13F-HR 0001757128-26-000002 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 163,202 shares
    Change vs previous 13F +3,184 shares

    0.52% of the 13F portfolio, value $3,962,527.

    13F-HR 0001757128-26-000001 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 160,018 shares
    Change vs previous 13F +7,503 shares

    0.54% of the 13F portfolio, value $3,894,833.

    13F-HR 0001757128-25-000008 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 152,515 shares
    Change vs previous 13F +1,858 shares

    0.55% of the 13F portfolio, value $3,701,526.

    13F-HR/A 0001757128-25-000009 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 150,657 shares
    Change vs previous 13F +4,878 shares

    0.57% of the 13F portfolio, value $3,642,865.

    13F-HR 0001757128-25-000003 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 145,779 shares
    Change vs previous 13F +19,686 shares

    0.55% of the 13F portfolio, value $3,492,863.

    13F-HR 0001757128-25-000001 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 126,093 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,072,881.

    13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).